Frank Martin

CFP® , AIF®

Business Unit Leader; Capital Management Specialist

Frank is a Managing Director and Wealth Advisor with Level Four Advisory Services, LLC in the Florida Panhandle. He focuses his work on providing fiduciary level solutions for clients. He has at his disposal the complete breadth of solutions that being part of Level Four Advisory Services, a subsidiary of Carr, Riggs & Ingram, LLC, provides. Frank is a 17-year veteran of the financial services industry with a background including banking, medical service companies and public accounting. Frank began his career at A.G. Edwards. Following this he was one of founding members of the Raymond James office in Panama City, Florida.

Panama City Beach

14101 Panama City Beach Parkway, Suite 100
Panama City Beach, Florida 32413

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Level Four Financial

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Investment advice offered through Level Four Capital Management, LLC, an SEC registered investment advisor. The content herein is derived from sources believe to be reliable and accurate. The information contained herein is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for informational purposes only, and should not be considered as a solicitation for the purchase or sale of any security.

Level Four Advisory

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory services are offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation. Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org for additional information.

Check the background of your Financial Professional on FINRA’s BrokerCheck. We take protecting you data and privacy very seriously.

Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.